Import Tax Fees

A large number of fees need to be added to tax bills using an import file. 

• Property Tax Billing 
• Assess Late Fees (aradlfee)

A fee is being applied to a large number of tax bills through an import file. 

1. It is recommended that any imports be attempted and verified in TRAIN or TEST prior to being imported into PROD/LIVE. 
2. Follow the steps found here to create the import file: Create Tax Fee Import File
3. Once the import file has been created, navigate to the Assess Late Fees program either by searching or using the following path: Property Revenues > Property Tax Billing > Region > State > Collection Processing > Assess Late Fees 
4. Click Import. 
5. Click Define in the top ribbon. 
6. Leave the field to Execute this report as Now, unless the import should be scheduled. 
7. Click the magnifying glass icon next to the Import File field. 
8. Drag and drop the import file into the Drop file here box or click the box to open the computer's file directory and select the import file. 
9. Enter the Tax Year. 
10. Choose the AR Category (Real Estate, Personal Property, or Motor Vehicle). 
11. Select the desired Charge Code. (Note: The charge code must exist in the Charge Codes program for the year and category that were selected previously. The charge code must also have an activity type of Fee. If it does not exist in the selected year and category or if it is an activity other than fee, it will not be available for selection.)
12. Enter the Effective date for the fee. 
13. Enter the Installment to which the fee should be added. 
14. The Amount will populate as the amount set for the charge code in the Charge Codes program. If the import file contains custom fee amounts, check the box to Override fee amount - use fees from import file. 
15. Click Accept. 
16. Click Import in the top ribbon. 
17. Click File Preview to generate a report of bills fees are being assigned to and their fee amounts.
18. Choose an Output type for the report (Printer, Save, PDF, or Display).
19. Click OK. 
20. Confirm that the bills, amounts, and totals are correct. 
21. Click Output-Post. 
22. Choose an Output type for the posting report (Printer, Save, PDF, or Display). (Note: Support recommends save.) 
23. Click OK. 
24. A message appears: Apply all fees to selected bills? 
25. After reviewing the posting report and confirming bills, amounts, and totals, click Yes. 
26. A message appears: Posting Complete. 
27. Click OK.

If additional assistance is required, please contact tax support for the appropriate region.